Lansing Management as of March 31, 2023
Portfolio Holdings for Lansing Management
Lansing Management holds 7 positions in its portfolio as reported in the March 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Ferrari Nv Ord (RACE) | 35.7 | $34M | 125k | 270.94 | |
| Roper Industries (ROP) | 22.3 | $21M | 48k | 440.69 | |
| Transunion (TRU) | 14.9 | $14M | 227k | 62.14 | |
| CarMax (KMX) | 12.7 | $12M | 188k | 64.28 | |
| Xpo Logistics Inc equity (XPO) | 6.2 | $5.9M | 186k | 31.90 | |
| Api Group Corp Com Stk (APG) | 4.4 | $4.2M | 187k | 22.48 | |
| Gxo Logistics Incorporated Common Stock (GXO) | 3.8 | $3.6M | 71k | 50.46 |
